Calendar Sync
This guide explains how to sync your Microsoft Calendar to Claras. Upcoming client meetings are pulled directly from your calendar, so you don't have to create them manually.
Calendar sync is currently available as Early Access. Ask your account owner to enable it from Settings → Early Access.
How it works
When you enable Calendar Sync, Claras imports your upcoming meetings as placeholders on your Schedule page. Internal meetings, placeholders and calendar noise are filtered out automatically, so only likely client meetings are shown.
When Microsoft Teams meetings are recorded, Claras will automatically import the recording and start processing your file note.
Enable Calendar Sync
Click the Calendar Sync banner at the top of the Schedule page.
Authorise your Microsoft Teams account if prompted.
Enable the sync, and within a few minutes meetings will appear in your upcoming meetings list. Synced meetings are initially greyed out, waiting for your review.
Meetings that were filtered out are available at the bottom of the Schedule page.
Review synced meetings
Hover over any imported meeting and click Review to confirm the client and meeting type, or click the red cross to reject it and all future meetings with that contact.
If the attendee email matches an existing client in Claras, their name and meeting type will be pre-filled. Click Create client and approve to automatically approve future meetings with this client.
If the attendee email doesn't match, either:
Accept the suggestion to create a new client; or
Select an existing client from the dropdown.
Automatic Teams processing
When a Teams meeting ends, Claras automatically processes the recording and generate a file note.
Frequently Asked Questions
How far into the future will Claras sync?
All future meetings are imported, and will be automatically be updated or removed if they change.
Does Claras need a client's email address to match calendar meetings?
If the client already has an email address in Claras, it will match instantly. If not, Claras will try to match by name. When no match is found, you'll be prompted to create a new client when you approve the meeting.
What happens if a meeting is cancelled?
Once cancelled or rescheduled in your calendar, meetings in Claras will reflect those changes automatically.
Can my assistant use calendar sync?
They need to be added as a co-organiser on the event to see it.
How do I disable the calendar sync?
Disable it from Settings → Integrations.
Last updated 5th June by Stuart